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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
TANFAC Industries reported its highest-ever annual revenue of Rs 711.1 crores for FY26, up 27.7% YoY from Rs 557 crores. Q4FY26 revenue stood at Rs 193.1 crores, growing 12.3% YoY. However, profitability metrics declined - Operating EBITDA margin dropped to 15.8% from 23.1% YoY, and PAT fell to Rs 70.1 crores from Rs 88.1 crores due to higher raw material costs, operating expenses, and increased depreciation from recent capex. The Board recommended a final dividend of Rs 4.5 per share. The company commissioned both phases of its Solar Grade DHF project (20,000 MTPA total capacity) in June and October 2025, with orders worth Rs 1,068 crores secured for execution over 3.5 years. A new Rs 495 crore downstream fluorinated product facility (20,000 TPA) is planned at Cuddalore for Q3 FY27. The company signed long-term supply contracts worth approximately Rs 3,673 crores over 5-7 years with global customers.
Strong top-line growth driven by new product ramp-up is offset by margin compression from higher input costs and new facility depreciation. The substantial order book and new downstream facility provide revenue visibility, but near-term profitability may remain pressured until Solar Grade DHF volumes fully ramp up.